SDR Team Meeting Cadence

DAILY STANDUP

Morning Standup Template

SDR DAILY STANDUP (15 min)

TIME: 9:00 AM
FORMAT: Standing (virtual or in-person)

ROUND ROBIN (10 min):
Each SDR shares (60 seconds):
1. "Yesterday I [key activity/outcome]"
2. "Today I'm focused on [priority]"
3. "I need help with [blocker]"

MANAGER CLOSE (5 min):
☐ Key announcements
☐ Recognize wins
☐ Address blockers
☐ Motivate for day ahead

RULES:
☐ Start on time, end on time
☐ No problem-solving (take offline)
☐ Energy and positivity
☐ Quick and focused

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WEEKLY TEAM MEETING

Weekly Meeting Template

SDR WEEKLY TEAM MEETING (45-60 min)

AGENDA:

1. WINS (10 min)
☐ Meetings/SALs this week
☐ Personal victories
☐ Best practices to share

2. METRICS REVIEW (10 min)
☐ Team vs target
☐ Individual pacing
☐ Conversion trends

3. SKILL BUILDING (20 min)
This week's focus: _______________
☐ Training content
☐ Role-play
☐ Call review
☐ Best practice share

4. OPEN FLOOR (10 min)
☐ Questions
☐ Announcements
☐ Recognition

5. CLOSE (5 min)
☐ Key takeaways
☐ Action items
☐ Next week preview

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